Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Lead analytics for Wealth Solutions: analyze client segmentation, revenue, and operational data; build models for capacity and workforce planning; produce insights and recommendations for senior leadership; partner with BI and Finance to improve advisor productivity, client experience, retention, and revenue growth; support strategic projects and translate complex data into clear presentations.

Owns the high-net-worth sales program from opportunity creation through handoff, including pipeline standards, Salesforce data governance, reporting, training, playbooks, specialist coordination, forecasting, and cross-functional issue resolution. The role partners with sales, IT, operations, marketing, compliance, and senior leaders to improve adoption, identify bottlenecks, support deal progression, and turn pipeline data into actionable recommendations.

Leads Mercer Advisors’ Trading, Operations, and Billing organization of 60+ professionals supporting over $100 billion in client assets. Oversees trading execution, portfolio operations, reconciliation, reporting, advisory fee billing, risk controls, compliance, and custodial coordination. Drives platform strategy, process redesign, automation, scalability, fiduciary oversight, and continuous improvement while partnering with investment, technology, compliance, finance, advisors, and client service teams. Develops leaders, strengthens governance, and serves as the senior escalation point for complex operational and client-impacting issues.

Leads tax planning and compliance services for high-net-worth and ultra-high-net-worth clients. Responsibilities include reviewing and signing individual, gift, trust, corporate, and partnership tax returns; delivering tax projections and analysis; advising on entity structures, family businesses, wealth transfer, and philanthropy; managing client relationships; responding to tax notices; and mentoring tax professionals.

Leads Mercer Advisors' Growth organization roadmap, portfolio governance, operating cadence, revenue operations, field enablement, and conversion improvement initiatives. Manages a four-person Revenue Operations and Enablement team, coordinates cross-functional programs across Client Development, Marketing, Technology, and Analytics, drives onboarding and change management, and provides leadership with visibility into risks, progress, dependencies, and decisions required.

Provides legal guidance on mergers and acquisitions, contract negotiations, corporate governance, and related matters. Responsibilities include drafting and negotiating agreements, conducting M&A due diligence, advising on legal and regulatory issues, collaborating with business partners, overseeing outside counsel, and monitoring legal developments. The role requires a law degree, bar licensure, and at least four years of legal experience, with M&A expertise required and financial services or securities law experience preferred.

Develops and manages sales enablement content, playbooks, communications, training, and rollout programs for a distributed field sales organization. Tracks content and sales-tool adoption, coordinates launch readiness, gathers field feedback, supports tooling strategy, and reports on enablement metrics. Partners with program leaders and regional vice presidents to improve team alignment, engagement, and performance.

Supports investment research through asset market analysis, fund manager due diligence, performance and risk analysis, portfolio strategy evaluation, and investment documentation. Prepares materials for investment committees, contributes to capital markets research and educational content, maintains investment policies, and assists with regulatory audits. The role requires quantitative analysis, financial modeling, strong communication, and proficiency with Excel and investment research platforms.

Manages third-party asset management platforms and supports trading, custodial, and client service teams. Reviews accounts for accuracy and compliance with asset allocation policies, configures accounts, monitors trading and allocations, supports strategy reallocations, troubleshoots platform issues, and coordinates with compliance, investment strategy, asset managers, and client service teams.

The Tax Manager leads high-net-worth client relationships and prepares, reviews, and signs individual, trust, and business tax returns. Responsibilities include quarterly estimates, projections, tax research, client communication, tax notice responses, analysis, staying current on tax law, and mentoring tax staff. The role requires strong tax and accounting knowledge, CPA or EA certification, excellent organization, and the ability to manage high volumes of work.